Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Bryan Person is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Sioux Falls, SD. Alex Person has been in the industry since 2014. Alex has Series 7, 63, and 66 securities licenses and is also a Certified Financial Planner. Alex has experience working at both TD Ameritrade and Wells Fargo Clearing Services, LLC. Alex provides a range of financial planning services, including portfolio management for individuals and businesses, as well as educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SD
07/20/2020 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX FALLS SD)
SD
04/05/2016 - 07/21/2020
WELLS FARGO CLEARING SERVICES, LLC (SIOUX FALLS SD)
NE
10/22/2014 - 03/23/2016
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 04/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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